Avidian Wealth Enterprises’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
+3,741
| New | +$274K | 0.01% | 456 |
|
|
2024
Q4 | – | Sell |
-2,550
| Closed | -$205K | – | 510 |
|
|
2024
Q3 | $205K | Buy |
+2,550
| New | +$205K | 0.01% | 475 |
|
|
2023
Q2 | – | Sell |
-9,114
| Closed | -$417K | – | 417 |
|
|
2023
Q1 | $417K | Buy |
9,114
+911
| +11% | +$41.7K | 0.02% | 325 |
|
|
2022
Q4 | $338K | Buy |
+8,203
| New | +$338K | 0.02% | 336 |
|